Who owns ALPS Active REIT ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of REIT from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 280,898 shares of ALPS Active REIT ETF worth $8.6M — about 16% of shares outstanding; the largest disclosed holder is Ellsworth Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$8.6M
value, 2026 filers
16%
of shares outstanding (280,898 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REIT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | 159,149 | $4.9M | 0.8% | 9.1% | +6.6% |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,615 | $960,453 | 0.0% | 1.8% | -3.0% |
| 3 | Virtue Capital Management, LLCNEW | 21,445 | $651,493 | 0.1% | 1.2% | new |
| 4 | &PARTNERS | 16,560 | $503,088 | 0.0% | 0.9% | 0.0% |
| 5 | TWO SIGMA INVESTMENTS, LP | 10,000 | $303,797 | 0.0% | 0.6% | -13.0% |
| 6 | Fermata Advisors, LLC | 8,834 | $268,383 | 0.1% | 0.5% | -2.0% |
| 7 | Park Edge Advisors, LLC | 8,353 | $253,762 | 0.1% | 0.5% | +4.9% |
| 8 | Summit Financial, LLC | 7,730 | $234,845 | 0.0% | 0.4% | -5.7% |
| 9 | OneAscent Wealth Management LLCNEW | 7,350 | $223,291 | 0.1% | 0.4% | new |
| 10 | Main Street Group, LTD | 3,071 | $93,290 | 0.0% | 0.2% | +0.7% |
| 11 | OSAIC HOLDINGS, INC. | 2,274 | $69,083 | 0.0% | 0.1% | +20572.7% |
| 12 | HARBOUR INVESTMENTS, INC. | 2,038 | $61,914 | 0.0% | 0.1% | 0.0% |
| 13 | Integrated Wealth Concepts LLCNEW | 794 | $24,108 | 0.0% | 0% | new |
| 14 | NATIONAL BANK OF CANADA /FI/ | 674 | $20,449 | 0.0% | 0% | -78.4% |
| 15 | IMA Advisory Services, Inc.NEW | 600 | $18,228 | 0.0% | 0% | new |
| 16 | MERCER GLOBAL ADVISORS INC /ADVNEW | 208 | $6,311 | 0.0% | 0% | new |
| 17 | MORGAN STANLEY | 203 | $6,170 | 0.0% | 0% | +20200.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.